Client Services Representative

• Answer inbound and place outbound calls, taking appropriate action on client questions, concerns, or issues related to products and services
• Deliver consistent client service and support via telephone, email, or in person
• Provide accurate responses by adhering to established policies, procedures, and regulatory requirements
• Maintain quality assurance standards and participate in quality monitoring sessions
• Provide detailed information about bank products, services, policies, and procedures
• Identify call trends or potentially suspicious activity and notify management and/or the Fraud Investigations Unit
• Maintain working knowledge of digital banking applications, branch systems, and basic branch balancing processes
• Meet performance targets, including average handling time and first call resolution
• Distinguish user errors from technical issues and escalate concerns when appropriate
• Ensure compliance with operational, regulatory, and security policies and procedures
• Communicate with other departments to support teamwork and accurate information sharing
• Follow department scheduling guidelines and report attendance or schedule discrepancies
• Provide policy and procedure guidance related to trusts, guardianships, estates, court orders, and powers of attorney
• Open case tickets in Elevate and route requests to appropriate departments
• Maintain proficiency in digital banking functions such as Zelle and wires
• Complete assigned special tasks or projects
• Cross-train across operational units within the Client Support department

Client Care Specialist

• Meet servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through Depository, Loan, and Treasury Management services
• Address client service requests and inquiries promptly and efficiently
• Handle loan servicing requests, including advances, pay-downs, statements, billing issues, insurance, escrows, and flood insurance
• Manage onboarding of new clients by opening and processing accounts, products, and services
• Serve as primary client-servicing contact and maintain relationship knowledge
• Collect, review, and upload deposit account documents and disclosures
• Coordinate Electronic Banking and Treasury Management onboarding activities
• Complete customer profiles, CIP, Bizchex-Chexsystem, ownership information, account profiles, list checks, OFAC and Google searches
• Set up and maintain analysis composites and integrate account information for reporting
• Process domestic and international wire transfers, internal transfers, stop payments, cashier's checks, and debit cards
• Manage overdraft decisions or approvals within authorized limits
• Collect missing documents and satisfy BSA/RFI requests, including EDD/KYC, PO Alert, OFAC, and high-risk reviews
• Complete KYC/EDD updates and Regulatory Excellence Consultant findings requests
• Follow up on onboarding and maintenance activities, including funding, Treasury Management implementation, online banking setup, and KYC status
• Escalate unresolved issues to the Relationship Manager or Supervisor
• Complete Reg E disputes, fraud resolution, check disputes, check processing errors, and Aithent activities
• Process deposit-account maintenance, account closures, address changes, signer changes, and deposit research
• Resolve exception items from Deposit Operations and the Non-Post database
• Prepare client letters, emails, reports, Excel sheets, PowerPoint presentations, and organizational charts
• Organize and maintain deposit and loan client files
• Maintain product knowledge, assess client needs, cross-sell products, and refer opportunities
• Communicate with bank departments and Relationship Managers regarding client activities, issues, RFIs, compromised accounts, and opportunities
• Participate in on-site client visits and relationship reviews as needed
• Facilitate collection of loan-closing checklist items and support RM dashboard/pipeline management
• Collect, review, and upload loan-required covenants and ticklers

Client Services Specialist

• Support servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through Depository, Loan, and Treasury Management services
• Address client service requests and inquiries promptly and efficiently to support retention and satisfaction
• Initiate client outreach while adhering to company policies and regulatory requirements
• Handle loan servicing requests, including advances, pay-downs, statements, billing issues, insurance, escrows, and flood insurance
• Manage onboarding of new clients by opening and processing accounts, products, and services
• Serve as the primary client-servicing contact and maintain comprehensive relationship knowledge
• Issue, collect, review, and upload deposit account documents and disclosures
• Coordinate with Electronic Banking and Treasury Management on onboarding, forms, implementation, and training
• Complete customer profiles, CIP, Bizchex-Chexsystem, ownership information, account profiles, list checks, OFAC, and Google searches
• Set up and maintain analysis composites and ensure client data is linked and balanced for analysis and reporting
• Handle domestic and international wire transfers, internal transfers, stop payments, cashier's checks, and debit cards
• Process overdraft decisions or obtain approvals within authorized limits
• Collect missing documents and satisfy BSA/RFI requests, including EDD/KYC updates, PO alerts, OFAC, and high-risk reviews
• Complete KYCs/EDDs and Regulatory Excellence Consultant findings within required timeframes
• Follow up on onboarding and maintenance activities including account funding, Treasury Management implementation, online banking setup, and KYC status
• Escalate unresolved issues to the Relationship Manager or Supervisor
• Complete Reg E disputes, resolve fraud and check disputes, and address check-processing errors in Aithent
• Process deposit-account requests including CIS maintenance, CIP corrections, account closures, address changes, signer maintenance, and deposit research
• Resolve exception items from Deposit Operations and the Non-Post database
• Prepare client letters, emails, reports, Excel sheets, PowerPoint presentations, and organizational charts
• Organize and maintain client deposit and loan files
• Maintain product knowledge, attend training, assess client needs, and cross-sell bank products and services
• Communicate with internal departments and Relationship Managers regarding client activities, issues, RFI status, compromised accounts, and opportunities
• Participate in on-site client visits and relationship reviews as needed
• Adhere to operational, regulatory, and security policies and procedures
• Facilitate collection of loan-closing checklist items and support Relationship Manager dashboard and pipeline management
• Create opportunities, complete KYC with Relationship Managers, coordinate payoffs/releases and fee waivers, and resolve past dues, maturing loans, minimum deposit requirements, and covenants
• Collect, review, and upload loan-required ticklers and covenants

• Support servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through Depository, Loan, and Treasury Management services
• Address client service requests and inquiries promptly while following company policies and regulatory requirements
• Handle loan servicing requests including advances, pay-downs, statements, billing issues, insurance, escrows, and flood insurance
• Manage onboarding of new clients by opening and processing accounts, products, and services
• Serve as primary client-servicing contact and manage required deposit-account documents and disclosures via DocuSign or in person
• Coordinate with Electronic Banking and Treasury Management on onboarding, forms, implementation, and training
• Complete customer profiles, CIP, BizChex/ChexSystems, ownership information, account profiles, list checks, OFAC checks, and Google searches
• Set up and maintain analysis composites and ensure client data is linked and balanced for analysis and reporting
• Process domestic and international wire transfers, internal transfers, stop payments, cashier's checks, and debit cards
• Handle overdraft decisions and approvals within authorized limits
• Collect missing documents and satisfy BSA/RFI requests, including EDD/KYC updates, PO Alerts, OFAC, and high-risk reviews
• Complete KYCs/EDDs and Regulatory Excellence Consultant findings within defined timeframes
• Follow up on onboarding and maintenance activities, including account funding, Treasury Management implementation, online banking setup, and KYC status
• Escalate unresolved issues to the Relationship Manager or Supervisor
• Complete Reg E disputes, fraud resolution, check disputes, check-processing errors, and Aithent-related activities
• Process deposit-account requests including CIS maintenance, CIP corrections, account closures, address changes, signer maintenance, and deposit research
• Resolve exception items from Deposit Operations and the Non-Post database
• Prepare client letters, emails, reports, Excel sheets, PowerPoint presentations, and organizational charts
• Organize and maintain deposit and loan client files
• Maintain product knowledge, attend training, assess client needs, and cross-sell bank products and services
• Communicate with internal departments and Relationship Managers regarding client activities, issues, RFI status, compromised accounts, and opportunities
• Participate in on-site client visits and relationship reviews as needed
• Ensure adherence to operational, regulatory, and security policies and procedures
• Support Relationship Manager dashboard and pipeline management, KYC, payoffs/releases, fee waivers, past dues, maturing loans, minimum deposit requirements, and covenants
• Collect, review, and upload loan-required ticklers and covenants in accordance with loan conditions

Senior Client Services Specialist

• Support servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through Depository, Loan, and Treasury Management services
• Address client service requests and inquiries promptly and efficiently to support retention and satisfaction
• Initiate client outreach and ensure adherence to company policies and regulatory requirements
• Handle loan servicing requests, including advances, pay-downs, statements, billing issues, insurance, escrows, and flood insurance
• Onboard new clients by opening and processing accounts, products, and services
• Serve as primary client-servicing contact and collect, review, and upload required account documents and disclosures
• Coordinate with Electronic Banking and Treasury Management on onboarding, forms, implementation, and training
• Complete customer profiles, CIP, ChexSystems checks, ownership information, account profiles, OFAC and Google searches
• Maintain analysis composites and integrate, link, and balance client data for analysis and reporting
• Process domestic and international wire transfers, internal transfers, stop payments, cashier’s checks, and debit cards
• Manage overdraft decisions and approvals within authorized limits
• Satisfy BSA/RFI requests, including EDD/KYC updates, PO alerts, OFAC, and high-risk reviews
• Complete KYC/EDD updates and Regulatory Excellence Consultant findings requests
• Follow up on onboarding and maintenance activities, including funding, Treasury Management implementation, online banking setup, and KYC status
• Escalate unresolved issues to the Relationship Manager or Supervisor
• Complete Reg E disputes, fraud and check disputes, check processing corrections, and Aithent activities
• Manage deposit-account requests including customer information maintenance, CIP corrections, account closures, address changes, signer changes, and deposit research
• Resolve exception items from Deposit Operations and the Non-Post database
• Prepare client letters, emails, reports, Excel sheets, PowerPoint presentations, and organizational charts
• Organize and maintain deposit and loan client files
• Maintain product knowledge, attend training, assess client needs, and cross-sell bank products and services
• Communicate with internal departments and Relationship Managers regarding client activities, issues, RFI status, compromised accounts, and opportunities
• Participate in on-site client visits and relationship reviews as needed
• Facilitate collection of loan-closing checklist items and support Relationship Manager dashboard and pipeline management
• Coordinate payoffs/releases, fee waivers, past dues, maturing loans, minimum deposit requirements, covenants, and loan ticklers

• Meet servicing needs of Corporate, Real Estate, Business Banking, and Private Client Group clients through Depository, Loan, and Treasury Management services
• Address client service requests and inquiries promptly to support client retention and satisfaction
• Handle loan servicing requests, including advances, pay-downs, statements, billing issues, insurance, escrows, and flood insurance
• Onboard new clients by opening and processing accounts, products, and services
• Serve as primary client-servicing contact and maintain comprehensive relationship knowledge
• Issue, collect, review, and upload deposit-account documents and disclosures
• Coordinate Electronic Banking and Treasury Management onboarding, forms, implementation, and training
• Complete customer profiles, CIP, Bizchex-Chexsystem, ownership information, account profiles, list checks, OFAC checks, and Google searches
• Set up and maintain analysis composites and ensure client data is linked and balanced for reporting
• Process domestic and international wire transfers, internal transfers, stop payments, cashier’s checks, and debit cards
• Manage overdraft decisions or approvals within authorized limits
• Collect missing documents and satisfy BSA/RFI requests, including EDD/KYC, PO Alert, OFAC, and high-risk reviews
• Complete KYCs/EDDs and Regulatory Excellence Consultant findings within required timeframes
• Follow up on onboarding and maintenance activities, including funding, Treasury Management implementation, online banking setup, and KYC status
• Escalate unresolved issues to Relationship Managers or supervisors
• Complete Reg E disputes, fraud and check disputes, check-processing corrections, and Aithent activities
• Process deposit-account maintenance, account closures, signer changes, address changes, deposit research, and CIP corrections
• Resolve exception items from Deposit Operations and the Non-Post database
• Prepare client letters, emails, reports, Excel sheets, PowerPoint presentations, and organizational charts
• Organize and maintain deposit and loan client files
• Maintain product knowledge, attend training, assess client needs, and cross-sell or refer bank products and services
• Communicate with bank departments and Relationship Managers regarding client activities, issues, RFI status, compromised accounts, and opportunities
• Participate in on-site client visits and relationship reviews as needed
• Ensure adherence to operational, regulatory, and security policies
• Collect and upload loan-closing checklist items, loan ticklers, and covenants
• Support Relationship Manager dashboard and pipeline management, KYC, payoffs/releases, fee waivers, past dues, maturing loans, minimum deposit requirements, and covenants

• Plan, organize, staff and operate the service team
• Support the goals, service standards and business practices of Marsh McLennan Agency
• Maintain a developmental and challenging environment through communication of regional, departmental and individual goals, quantifiable objectives and timely annual reviews
• Identify and develop leaders within the organization
• Monitor and control staffing, compensation and expenses in support of company financial goals
• Continuously recruit new employees through industry associations, community involvement and promotion of Marsh McLennan Agency
• Identify opportunities for improved sales effectiveness while maintaining superior customer service
• Adhere to and modify operating procedures to meet evolving service goals
• Research, direct and support new technology to achieve departmental business goals
• Implement and support change initiatives
• Carry out supervisory responsibilities in accordance with organizational policies and applicable laws
• Assist with or complete other tasks as directed by agency management

Business Insurance Client Service Manager

• Provide exceptional support to an assigned broker or team of brokers
• Balance multiple activities and projects for multiple team members and track action items
• Participate in management and coordination of transaction and due diligence processes
• Enter deal sheets, submit completed trade records, and support related paperwork
• Execute marketing campaigns, including scheduling campaigns, maintaining mailing lists, and running campaign reports
• Create and update marketing flyers and update brokers’ recent transactions on applicable websites
• Monitor competitor research and collect data
• Liaise with appropriate departments to obtain company, title, and property information
• Coordinate market reports and conduct basic comparative analyses
• Develop pitches and presentations for clients and brokers

Senior Client Services Coordinator

• Remarket requests from clients
• Remarket requests from clients when a significant increase to the renewal premium is identified
• Prepare renewal reviews and premium/loss summaries in accordance with Best Practice timelines
• Process change requests; maintain schedules of insurance and premium finance agreements
• Prepare renewal exposure reviews and update future applications for renewal preparation using client information
• Prepare certificate holder lists for client review and certificate templates
• Maintain Sagitta policy detail and system use in accordance with MMA-Florida Region Best Practices and Procedures
• Research and provide recommendations on client risk management/coverage issues and internal workflow processes
• Receive and process claim reports as backup to the claims unit
• Gather and review loss data to prepare detailed premium and loss summaries; explain results to clients, sales executives, marketing, and carriers
• Manage renewal-process timetables to meet or exceed established MMA Florida Region procedures
• Quote and bind Special Event, Builders Risk, and Flood policies

Client Service Associate

• Serve as a communication resource between clients, unions, company offices, and shareholder groups
• Identify methods of reducing risk cost for clients through analysis and evaluation of conditions and practices
• Measure and evaluate program effectiveness
• Coordinate client programs with company program standards
• Communicate vital information between clients, company, and shareholder groups
• Coordinate client programs and services with company programs and standards of service
• Analyze loss report information and make recommendations for improvements
• Evaluate conditions and practices and recommend procedural improvements
• Identify trends and recommend methods for reducing risk cost for clients
• Accompany client representatives to client sites to direct or train client management staff
• Perform other duties as assigned
• Support the organization's quality program(s)

Client Services Representative jobs in Florida

Client Care Specialist

Client Services Specialist

Client Services Specialist

Senior Client Services Specialist

Senior Client Services Specialist

Client Services Specialist

Business Insurance Client Service Manager

Senior Client Services Coordinator

Client Service Associate

Client Services Liaison